[For those who need working knowledge of the consultative project but won’t read entire proposal. Should be on separate page and not exceed one page.]

• Brief identification and purpose of your organization
• Purpose and anticipated end result of proposal
• Type and amount of support requested
• Anticipated total budget
• Any other information necessary for broad understanding of the project

Example: XYZ Insurance is requesting an outside assessment and optimization of their management team structure. Omega Team-Building, Inc. has been delivering quality consulting services for U.S. clients for over thirty years; we are offering our services to help XYZ Insurance finely tune their management to deliver maximum value for customers and shareholders. We propose six management meetings, led by Omega strategists and attended by key XYZ members, to assess and advise the XYZ Insurance team. Our similar plans for other insurance companies have boosted employee retention by 40%. The estimated budget is $10,000.00, and Omega will require the attendance of 50% of management staff at the six strategy meetings.

[Describe the issue that the consultation project is addressing. Detail the history of the issue.]

Example: The XYZ Insurance management team has the opportunity to make its structure more elastic and adaptable, to respond to rapidly changing marketplace conditions and an emerging millennial workforce.

[What specific objectives do you mean to achieve with the consultation? Consider in terms of Return On Investment.]

Example: With our consultative project, we aim to achieve for XYZ Insurance:

• a 30% reduction in turnover
• A 20% increase in customer retention
• A 10% increase in revenue

[What services your organization will provide, and how they will benefit the client.]

Example: Our Omega Team-Building Team will address the situation with a serious of on-site management meetings, structured to emphasize open communication and fast-response problem solving.

[Give examples of previous clients you’ve worked with in similar ways, and the results you achieved.]

Example: We will be using a consultative structure that was successful with Client ABC when they faced a similar challenge. Our 6-meeting team building plan helped grow the client’s customer base by 30% and bring in an additional $1.2 million in revenue in the six months after the Omega methods were applied.

[Detailed information on the expected timetable for the project. Break the project down into discrete phases, and unpack the scheduling for each phase.]

Example: Omega Team Builders Jane Doe and John Stag will conduct six weekly meetings at the XYZ Insurance offices. For the effort to be successful, at least 50% of the XYZ management team must attend. The meetings will be structured as follows:

[Define the boundaries of the project and your organization’s involvement. If there are any fuzzy areas, make sure the line between what your organization will and won’t do is perfectly clear.]

[The technical stipulations of the proposed contract.]

Example: a) Half of the Omega Inc. fees will be delivered prior to the first meeting, and remaining fees will be billed after the final meeting’s completion.

b) Violation of defined project requirements will require a renegotiation of terms.

Sign-off / Acceptance / CTA

[Call to action, and/or names and addresses of individuals who support and endorse the project. Make it easy for the client to move forward.]

Example: To accept the proposal as-is, sign off below and fax to Omega Inc, 999-999-9999. If there are any amendments or discussions required, please contact Jane Doe at 999-888-8888, or through email at JaneDoe@Omega.com.